Research Collection and Organization

The Problem

Research gets scattered across browser tabs, random documents, and emails. When you need to reference it later or share findings, you spend hours hunting for sources and trying to piece together your conclusions.

The Workflow

Step 1: Create a Research Project Note

Set up a structured research collection.

Prompt to use:

Create a new note called "Research: [Topic Name]" with sections:
- Research Question
- Key Findings
- Sources
- Open Questions
- Conclusions

Step 2: Collect from Emails

Gather relevant information from your inbox.

Prompt to use:

Search my emails for anything related to "competitor pricing"
and add the key points to my research note under Key Findings.
Include sender and date for reference.

Step 3: Synthesize Existing Notes

Pull in relevant information from your notes.

Prompt to use:

Search my notes for anything about "pricing strategy" or
"competitor analysis". Summarize what I've already learned
and add it to my research note.

Step 4: Identify Gaps

Find what's missing from your research.

Prompt to use:

Review my research note and suggest what information is
still missing. What questions haven't been answered?
Add these to the "Open Questions" section.

Step 5: Generate Conclusions

Create a synthesis of your findings.

Prompt to use:

Based on all the information in my research note,
write a conclusions section summarizing:
- Key insights
- Recommended actions
- Confidence level in findings

Expected Result

A comprehensive, well-organized research document that synthesizes information from multiple sources with clear conclusions and identified gaps.

Tools Used

This workflow uses multiple toolboxes:

Notes toolbox:

Tool	Purpose
notes_write_note	Create and update research notes
notes_search_notes	Find related existing notes
notes_read_note	Read note content for synthesis

Mail toolbox:

Tool	Purpose
mail_search_messages	Find research-related emails
mail_get_messages	Read full email content

Related Workflows

• Smart Note Search - Find related notes
• Note Summarization - Summarize findings